On Point

04/29/2016

KDI Capital Partners’ John Day, Sheldon Fox, Colin Kelly, Mitchell Scott and Todd Young explain why their opportunity set doesn’t stray from three basic business models, a key lesson learned from one very bad year, how they use options to mitigate risk, and why they see upside in McKesson, BMC Stock Holdings, Lawson Products, Lowe’s and Rubicon.


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